Peninsula Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.98M | Buy |
48,335
+117
| +0.2% | +$4.79K | 0.34% | 33 |
|
|
2024
Q3 | $2.06M | Buy |
48,218
+119
| +0.2% | +$5.08K | 0.36% | 31 |
|
|
2024
Q2 | $1.93M | Sell |
48,099
-7,519
| -14% | -$302K | 0.36% | 30 |
|
|
2024
Q1 | $2.27M | Buy |
55,618
+126
| +0.2% | +$5.15K | 0.45% | 26 |
|
|
2023
Q4 | $2.07M | Sell |
55,492
-3,127
| -5% | -$116K | 0.43% | 24 |
|
|
2023
Q3 | $1.91M | Sell |
58,619
-50,270
| -46% | -$1.64M | 0.45% | 23 |
|
|
2023
Q2 | $3.76M | Buy |
108,889
+1,788
| +2% | +$61.7K | 0.98% | 18 |
|
|
2023
Q1 | $3.59M | Buy |
107,101
+4,176
| +4% | +$140K | 1.03% | 18 |
|
|
2022
Q4 | $3.45M | Buy |
102,925
+33,262
| +48% | +$1.11M | 1.08% | 16 |
|
|
2022
Q3 | $2.06M | Buy |
+69,663
| New | +$2.06M | 0.73% | 20 |
|